Customer story

Keller Williams Realty: Albert Vasquez

Albert Vasquez
Keller Williams Real Estate Agent/ AV Real Estate Group
Highlights
  • For Albert Vasquez and his team, offering personalization in every touchpoint with customers and prospects is the key to success.
  • They are using PieSync to bring their different databases together. That way, they have all the necessary contact information to make communication authentic and personal.

With over ten years in the business, Albert Vasquez is a voice of experience. Throughout the years, he has kept his love for his job and his passion for South Florida intact. He and his team at AV Real Estate Group successfully transmit Albert’s enthusiasm and knowledge whenever they’re in touch with clients and prospects.

They’ve created an effective workflow between cloud-based tools to provide timely and relevant communications across the buying/selling process through various channels.

We want people to get to know us without being intrusive. That’s why we need to make sure our content is informative and relevant. But not every person in our database has the same interests, that’s the importance of segmentation.

A trustworthy team

With PieSync’s rule-based feature, Vasquez is keeping over 20 different groups in sync between Follow Up Boss and Google Contacts. Each group enters a personalized workflow and receives personalized interactions.

For them, it’s important to add authenticity to their communications. They know it’s not only about showing themselves as sellers, but about earning the trust of their client.

Albert detected the importance of face-to-face interaction, and on a big scale, video is the best resource to achieve this type of synergy. That’s why one of the first touchpoints with clients is a welcome video introducing Albert and letting the consumer know that a buyer specialist in his team will be reaching out.

This message is sent out through BombBomb, an email marketing tool specialized in video format.

Before PieSync, I was using the existing integration between Follow Up Boss and BombBomb, but there were some limitations on what I could do with it. During the client’s cycle, the interaction with different members of the team is necessary, but FollowUpBoss only allowed us to have one sender per client.

alberto's-software-stack

Therefore, after sending out the first email with his introduction video, Vasquez had to go to each client’s profile and assign them another member of his team.

With PieSync, this process is done automatically. Albert defined certain conditions to automatically assign each new client to a particular list and then trigger the right actions for the clients on that list.

Even if you have a great app, the truth is that every technology has a limit. The wonderful thing about PieSync is that it helps you overcome that limit.

About PieSync

PieSync works in the background and syncs your contacts two-way and in real time. This means you’ll have access to the most up to date customer information, no matter where you are or who entered the data. PieSync will help you to:

  • Save time spent on data entry
  • No more import/export of your contacts
  • One database across all your cloud apps
  • Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
  • Keep track of your contacts, so you never lose a contact again
  • Share accurate customer information across your marketing, sales and customer service platforms.
Try PieSync now